Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Buy
2025
Q2
$384K Sell
2025
Q1
$430K Buy
2024
Q4
$438K Sell
2024
Q3
$446K Buy
2024
Q2
$394K Buy
2024
Q1
$366K Sell
2023
Q4
$347K Buy
2023
Q3
$273K Sell
2023
Q2
$299K Sell
2023
Q1
$289K Sell
2022
Q4
$298K Buy
2022
Q3
$265K Buy
2022
Q2
$272K Buy
2022
Q1
$328K Buy